The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 6 stocks were made and Removals of 5 stocks were made. All prices are as of 03/15/2024. A total of 21 stocks are in the Portfolio now.
The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 53% for the year and 41% ahead of its benchmark.
The Small Cap Discoveries portfolio is made up of 20 to 30 stocks. It consists of three separate strategies used together to get a good cross section of Small and Micro Cap stocks. The criteria used is Earnings per share (EPS) and related data concerning EPS, Relative Strength, Price/Sales and Price/Book.
Add – AMCX, APEI, LCUT, NOTV, VVI, WLDN
Remove – DERM, FLXS, HBB, HEAR, ROOT
Noteworthy are VIRC (added 9/22/23), and HRTG (added 08/18/23). They are up 56% and 54% respectively. ROOT (added 01/19/24) was removed by the software program this update, It was up 493% since it was added.
See the Small Cap Discoveries Portfolio Detail Here
In the Six Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth, Large Cap Stalwarts, BI-Weekly Swings and Quant Alpha’s, the end-of-week stats are below.
Performance 12/31/2022 to 03/15/2024
| Small Cap Discoveries | 53.10% |
| IJR (Small Cap benchmark) | 12.08% |
| CANSLIM Growth | 36.27% |
| IJR (Small Cap benchmark) | 12.08% |
| Mid Cap Flyers | 20.58% |
| MDY (Mid Cap Benchmark) | 20.62% |
| Large Cap Stalwarts | 23.23% |
| RSP (Large Cap benchmark) | 16.40% |
| BI-Weekly Swings | 62.81% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 18.42% |
| Quant Alpha’s | 115.05% |
| EQAL (Russell 1000 Equal Weight ETF) | 11.36% |
Backtests for the Model Portfolios
This update of the Small Cap Discoveries Model Portfolio is highlighted by the Removal of ROOT by the software program. ROOT was added 01/24/24 and was up 493% when removed. Again, some will say that this outsized gain is just pure luck but I submit this is just expected in this Portfolio. The software looks to find low cost stocks with explosive upside potential and every once in a while, it finds one.
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